Managing Self Fulfilment Settings
Self-fulfilment settings allow you to customize the fulfilment processes for a particular location.
In this article, you will learn about how to view and edit the self fulfilment settings for your location.
Steps to edit self fulfilment settings
To edit your self fulfilment settings, you need to follow the below-given steps:
Step 1: Login into your Eshopbox workspace.
Step 2: From the header, navigate to Settings.
Step 3: You will be redirected to the Settings page. Click on Self fulfilment settings.
Step 4: You will be redirected to the Self fulfilment settings page.
Step 5: Select the location for which you want to edit the settings from the Location dropdown.
Step 6: You can edit the following self fulfilment settings:
Step 7: Once you have made the changes, click on Save. If you do not want to save the changes, click on Discard.
Understanding the self fulfilment settings
Below are the details that you can edit for each self-fulfilment location:
Picking method
This allows you to customize whether you want to pick items while order processing or not. The available picking methods are:
Skip picking: If you have selected Do not manage inventory as the inventory management method, you need to select Skip picking method.
In this method, you have the flexibility to pick items according to your preferences and generate shipping labels in bulk.
You can still print a picklist for the list of shipments even if you have selected skip picking.Device-based picking: In this method, you need to scan and pick each item individually using a handheld device. To do so, you need to create a picklist for picking the items from the suggested shelf. This method ensures greater accuracy in managing inventory as it requires scanning each item and its corresponding shelf.
If you have opted for Do not manage inventory as the inventory management method, you cannot select Device-based picking.
Picklist template
A picklist contains a list of products to be picked for fulfilling orders. It includes the product image, SKU, product title, shelf ID, and shipment ID.
To edit the picklist template, you need to follow the below-given steps:
Step 1: Click on Edit Template.
Step 2: A popup will open. Select the fields that you need in the picklist.
You need to select at least one of the fields related to the product attribute, i.e. Scannable identifier, SKU, EAN, Product title, UPC, GTIN.Step 3: Once done, click on Save.
Packing method
This allows you to customize how you want to pack items for an order. The available packing methods are:
Pack in Bulk: This method allows you to pack orders in bulk without scanning each item. You can select the shipment and directly generate the labels either individually or in bulk. If you wish to opt for this packing method, you need to confirm if you want to
Auto-select recommended packaging. Learn more about packaging.
Select the sales channel for which packaging selection is mandatory.
Allow to edit
shipping mode
dead weight
dimensions
Keep HSN and Tax Code Mandatory for Invoice: This setting is disabled by default. The orders will get processed, and invoices will be generated without including HSN and tax code. When enabled, it is mandatory to enter HSN and tax codes to generate invoices.
Allow Updating Missing Product Information: This setting is enabled by default, allowing you to update missing product information during order processing. When disabled, you can only update missing information through the All Orders and All Products sections.
Scan and pack: This method requires you to scan each item individually before packing to ensure greater accuracy. If you wish to opt for this packing method, you need to confirm if you want to
Select the sales channel for which packaging selection is mandatory.
Ask for a reason when selecting a non-recommended packaging.
Allow to edit
shipping mode
dead weight
dimensions
Keep HSN and Tax Code Mandatory for Invoice: This setting is disabled by default. The orders will get processed, and invoices will be generated without including HSN and tax code. When enabled, it is mandatory to enter HSN and tax codes to generate invoices.
Allow Updating Missing Product Information: This setting is enabled by default, allowing you to update missing product information during order processing. When disabled, you can only update missing information through the All Orders and All Products sections.
Verify shipment weight during manifestations: This setting is disabled by default. If you have a Vmeasure device installed at your fulfilment location, you need to enable this to allow Eshopbox to capture the weight and dimensions of the shipment while manifesting. Learn here how to configure Vmeasure on your workspace.
If you have opted for Do not manage inventory as the inventory management method, you cannot select the Scan and Pack method.
Manifest method
This setting allows you to select how you want to create a manifest. The available manifest methods are:
Manifest in bulk: This method allows you to create manifests for multiple shipments at once without scanning each shipment. You need to simply select the shipments in bulk and create the manifest.
Scan and manifest: This method allows you to scan each shipment to create the manifest. This ensures that the shipments are accurately added to their respective manifest.
If you have opted for Do not manage inventory as the inventory management method, you cannot select the Scan and Manifest method.Return processing preferences
This setting allows you to select how you want to process the returns received at your fulfilment location. The available return processing methods are:
Scan-based return processing: This method requires you to scan each item individually to receive the return and conduct QC.
If you choose this method, you'll need to specify your preferences for:
Allow to process returns that are not created in Eshopbox: Turn the toggle ON if you want to process the return items received physically at your fulfilment location for which no return is created on the workspace.
These returns are available as draft returns in Eshopbox. If enabled, you can choose the portal and the preference for processing its return:
You have the option to ask for order ID while processing the return. These returns will be mapped with respective orders based on the order ID provided.
You have the option to proceed without an order ID. These returns will be labelled as draft returns. You can map them with an order by creating a return for the draft returns. Learn here how to manage draft returns.
Track QC rejected with unique barcode: Turn the toggle ON if you want to create a unique barcode for returns marked as non-sellable after conducting quality checks.
Single-step return processing: This method enables you to process returns in a single step by receiving items and performing quality checks at once, without the need to scan each item separately.
If you choose this method, you'll need to specify your preferences for:
Allow to process returns that are not created in Eshopbox: Turn the toggle ON if you want the user to process unknown returns received at the fulfilment location.
These returns are available as draft returns in Eshopbox. You need to enter the order ID while processing the return so that the return gets mapped to the respective order based on the order ID provided.
Allow to add back inventory immediately while processing return: The toggle is ON by default, ensuring that inventory is automatically added back as sellable after quality checks. When turned OFF, you need to perform putaway manually either through import or using the scan-based method.
Customize return status classification: Return status is classified based on the condition of the returned item and the reason for the return rejection. You can add custom return rejection reasons to classify the returns as relevant.
Customize display fields for quality check: These are the visible fields for an item based on which the QC needs to be done. You can also customize this as per your requirements.
